JONATHAN ELOISA
Chicago,IL
Summary
Results-driven financial expert committed to client satisfaction and revenue enhancement. Demonstrated success in driving portfolio growth and compliance, while leading initiatives that improve operational efficiency and foster long-term client relationships.
Overview
12
12
years of professional experience
3
3
Certifications
Work History
Relationship Banker
J.P. Morgan Chase Bank, N.A.
Chicago, Illinois
01.2023 - 12.2025
- Analyzed customer needs to recommend financial products and services, enhancing client satisfaction.
- Provided comprehensive personal financial counseling and assisted with lending services, fostering long-term relationships.
- Managed customer portfolios and cross-sold banking services through effective customer profiling.
- Led a sales team to achieve branch targets, demonstrating leadership, and initiative.
- Prepared accurate loan closing packages, ensuring compliance with internal and federal regulations.
- Collaborated with management to identify areas for service improvement, implementing changes that improved operational efficiency.
- Generated over $2 million in annual revenue through client acquisition, relationship management, and portfolio growth.
Account Executive
Swoop Business Solutions
Chicago, IL
08.2022 - 10.2022
- Owned the sales process from prospecting, discovery calls, product demonstration, business presentation, proposal delivery, to contract negotiation, and deal closure.
- Developed B2B relationships with clients through follow-up, training on product features and updates, and account management support to ensure customer satisfaction.
- Analyzed sales and financial performance of SMBs, resulting in a 10% closure rate of qualified accounts.
- I researched potential customer markets thoroughly before beginning personal contacts.
Signature Mobile Sales Expert
T-Mobile
Chicago, IL
02.2015 - 11.2021
- Forecasted sales goals, mining, and comparing data research for successful planning to achieve sales objectives and related revenue metrics.
- Supported the learning and development of the sales team through weekly discussions, and implemented personalized sales strategies.
- Attracted new clientele and developed customer relationships while driving sales by hosting off-site, focused events.
- Developed and implemented sales team strategies to accomplish business goals.
- I led the sales team to first place overall under my management.
- Cross-sold products and services to clients to secure additional business and grow revenue streams.
Universal Teller
BMO Bank Of Montreal
Hammond, IN
12.2013 - 09.2014
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services to ensure all customer needs were met.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Learned about customers' financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Education
Bachelor of Arts - Business Administration And Management
Indiana University Northwest
Gary, INSkills
- Client relationship retention and growth
- Revenue generation
- Strategic advisory in investment and retirement solutions (bank-aligned)
- Portfolio management
- KYC/AML procedures
- Risk management and mitigation
- Strategic planning and analysis
- Deal Execution
Certification
Series 6
Languages
Spanish
Timeline
Relationship Banker
J.P. Morgan Chase Bank, N.A.
01.2023 - 12.2025
Account Executive
Swoop Business Solutions
08.2022 - 10.2022
Signature Mobile Sales Expert
T-Mobile
02.2015 - 11.2021
Universal Teller
BMO Bank Of Montreal
12.2013 - 09.2014
Bachelor of Arts - Business Administration And Management
Indiana University Northwest